Map Making: Mobilizing Local Knowledge and Fostering Collaboration

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Participatory mapping—the production of maps in a collective way—is a common activity used for planning and decision making in urban studies. It started as a way to empower men and women, usually from rural vulnerable communities threatened by climate change, degradation of their landfills or any other conflict related to access to their land. It has been considered a fundamental instrument to help marginal groups represent and communicate their needs within the territory and augment their capacity to protect their rights. (FIDA, 2011). Why is it that in some cases participatory mapping works and in others fails? Why do these initiatives not trigger local action? Or even end up being counterproductive, when authorities use the map made by locals, to validate their points, causing conflict instead of negotiation?

As a research team of designers and social scientists involved in the creation of participatory mapping workshops, our goal was to analyze the process and resources and different outcomes of some participatory cartographic projects, including one developed by us for three small communities of the original settlements of the West Mountain Region of Mexico City.

Our findings outline three main principles to consider when pursuing a community mapping project whether using low-end or state of the art technology, in order to involve a community, validate their knowledge acquired from the mapping practice, and foster collaboration and organized action.

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MAPS AS PRACTICE INSTEAD OF A REPRESENTATION

In the western world, we are very used to maps. We use them all the time: they help us get from one place to another; they help us find our way through unfamiliar terrain, locate people, objects and events. They have helped us plan, predict and understand our world. What if maps are more than what cartography has been telling us they are?

Historically we think of maps from a certain perspective. This maintains the hierarchical attitude about who makes the map, who owns it, and the power that comes with. This attitude delegates the power of the map to an elite group of experts, who are in charge to capture and portray spatial data accurately. By default, these structures reinforce the power of hegemonic institutions over local people, lands and other resources.

We often forget that the conventional appearance of maps mirrors social and political decisions and contain a bias: they express a point of view and indicate property lines, postal districts and enterprise zones. They are always biased in the sense that “they project the interests of their creators,” as Wood states in “The Power of Maps” (Wood and Fels 1992).

Maps are not ontologically secure representations nor neutral products of science, they carry a long tradition of conventions and principles that reinforces the dichotomy of the cartographer as a skilled professional who make judgments that privileged discourses and relies on the map as a container of the “truth”, subjugating other kinds of knowledge. And then we have the user or interpreter of the map who is responsible for its depiction by his limited skills and knowledge.

If you think about it, maps are never fully formed, nor complete. They are more like living documents, transitory and fleeting. They are contingent, relational and highly context-dependent. A map is about spatial practices enacted to solve relational problems.

Take for instance this hypothetical example:

Imagine a group of social scientists that have been given the task by a government agency of reporting on the distribution of population in informal settlements in Mexico City between 2010 and 2018. Given the spatial nature of the problem, producing what is commonly understood to be a map provides one viable solution over a variety of potential solutions to this problem. They have to construct a spatial representation using available data that conform to the agreed standards and conventions and which effectively communicates the pattern of population change.

Starting from a position of having specialized tools and resources, and certain degree of knowledge, experience and skills, they work toward the process of mapping. The map emerges through a set of iterative practices of employing certain techniques that built on other’s previous works or standardized forms of representation. This process is choreographed to a certain degree, shaped by the scientific culture of conventions, standards, rules, techniques and philosophies but is not determined and essential. The map is contingent and relational in its production through the decisions made by the team with respect to what attributes are mapped, their classification, the scale, the orientation, the colour scheme, labelling, intended message, and so on. The fact that the construction is enacted through affective, reflexive, habitual practices that remains outside cognitive reflection. The team “plays” with the possibilities of how the map will become, they experiment with different colour schemes, different forms of classification, and differing scales to map the same data. Making maps then is inherently creative and maps emerge in process.

While all this decisions and actions might seem trivial, this culmination of a set of practices– creates a spatial representation that they understand as a map and believe that others will accept as a workable map based upon their knowledge and experience of what constitutes a map. Finally, when this spatial representation that the group understands as a map is printed to show to the government agency required, we would argue that their creation is not complete, although it has the appearance of what Bruno Latour (1986) calls an “immutable mobile” with its knowledge and message fixed and portable, and it can be read by anyone understanding maps language, it remains mutable, remade every time it is employed. Their creation is not ontologically secure as a map because it is being transformed by the inhabitants living those places that continue to grow in those settlements, or the state worker that would take a decision regarding a new policy based on that data. Individuals transform the spatial representation created by the team, into a map. Each person engaging with a spatial representation brings a different map into being, framed by their individual’s knowledge, skills and spatial experience. For someone who does not understand the concept of thematic mapping or classification schemes, again the map will be bought into being differently to people who do, who will ask different questions of the data and how it is displayed. There is variability in the ability of people to mobilize the representation and to solve particular problems. Moreover, the recognition of the map generates a new, imaginative geography for each person.

In this paper we share how embracing this point of view of maps as processual instead of representational devices and reimagined them more like unfolding activities brought into practice in an embodied, social and technical way. Kitchin, Perkins and Dodge, (2011), provide a mix of creative, playful and tactile tools to support a participatory mapping initiative, considering the experience knowledge and skills of local inhabitants of three communities in the West Mountain Region of Mexico City. The experience of creating a map as a collective, made them conscious of their memories and heritage, linked to their natural resources, made them reflect on their own identity and knowledge and mobilized toward more organized and purposeful actions.

The West Mountain Range of “Las Cruces” comprises one of the last forest areas surrounding the Mexico City megalopolis. Five original indigenous1 towns settled formally in 1860 as the District County of Cuajimalpa and have been living in a direct relationship with their environment and close to their traditional knowledge and religious rituals. Their main activities were agriculture (collected mushrooms and wood from the forests surrounding them), a locally cultivated “pulque”2 alcohol, and coal production. Unfortunately, various modern pressures on their environment including real estate development, different agrarian regimens, forest closures and corruption has resulted in significant deforestation and river pollution.

The government has attempted partial solutions but have not gained much traction. There is a long history of negligence, inefficient water collection systems and unsustainable programs for river and forest protection. A lot of these settlements are informal and do not have sufficient drainage channels, and the ones that do, are poorly maintained, causing redundant water leaks that bring untreated waste to the underground soil and rivers. There is a partial conservation plan that very few know about or respect. There are also different levels of land tenure, meaning that ownership issues have forced inhabitants to sell their lands to private property, or even relocation to more dangerous areas.

This is the common context that these original towns find themselves in today that constitute the “peri-urban forest belt”. The reality is that they are slowly being consumed by urban expansion. The natural resources from these forests are diminishing, yet are still essential livelihood for many, though cared for only by a few, causing many disturbances and conflicts between these communities.

In this context, our academic research team of designers and social scientists worked in collaboration with the Environmental and Territorial Ordinance Procurator’s Office (PAOT). We decided to co-create a Natural Resources Catalogue within three of these communities considered original towns in the city: San Pablo Chimalpa with 151,127 inhabitants; San Mateo Tlaltenago a communal agrarian organization with 14,168 inhabitants (80% of their territory is part of “Desierto the Los Leones” National Park); and Santa Fe Town, (one of the original hospital-towns founded by missionary Vasco de Quiroga in 1583, it is actually a collection of neighbourhoods belonging to Alvaro Obregon’s district). All these original towns preserve a strong traditional representation of the people in front of the governmental structures we call “Delegations”, which responds to the urban logic of the city and its government nowadays. The relationship between the socio-religious-parental structure and traditional forms of community governance groups called “comunas” had been historically very strong and opposes new ways of government planning and authority which has generated slow processes of transformation in these towns (Portal and Sanchez Mejorada 2010). Since there are very few formal land planning records of the territory from the authorities, and the sources of existing spatial information have many discrepancies and are not public, we decided to pursue a participatory cartographic approach with the purpose of starting to develop a common planning and decision-making activity in the city.

Participatory cartography has been considered a fundamental instrument to help marginal groups represent and communicate their needs within the territory and augment their capacity to protect their rights. (IFAD, 2009). We decided to carry out this initiative as an alternative to empower the community, who have vulnerable backgrounds, are threatened by landfills and other conflicts related to land access and ownership. We also realized that community mapping initiatives can easily fail or even end up being counterproductive, especially when government agencies use the map made by locals, as evidence to favor their points without really considering community needs or voices, causing even more conflict rather than using them to pursue intelligent and balanced negotiation and planning.

Our goal was to include as many stakeholders as possible to better integrate local knowledge and direct experiences from the lived community environments. For this we needed to engage relevant stake-holders, like the community leaders or the women in charge of managing the rural laundries or “lavaderos” who have lasted from the colonial period and still represent a traditional way to use natural resources for the community. If we had only relied on tools like geographic information systems technology (GIS), we might be limiting the ratio of engagement to just a few people besides our research team and some specialists (Canevari-Luzardo et al. 2017). We needed to pursue a novel way to target and co-produce local knowledge, so we undertook a study about walking trails that incorporated interviews with the community leaders and developed a generative toolkit (Sanders and Stappers 2012) that supported map making through workshop sessions with a variety of participants and a followed them up with an observational guidebook to be distributed among other neighbours that could not attend the workshops. The design and planning of these generative methods are based on a relational design approach to human agency, called Agency Sensitive Design (ASD) which is based on Actor-Network Theory (ANT) and Activity Theory (AT) framework to develop a relational understanding of built environments. ASD approach suggest a new pragmatic design practice where a more inclusive mind set prevails in favour of more emergent and fluid actions over the prescriptive and controlled control attempt to predict actions. (Kocaballi et al. 2011). Baki Kocaballi and colleagues (2011) suggest six qualities that characterize this relational design approach, built on their analysis of recent developments with situated and embodied perspectives in interaction design field, which we considered to develop the tools for participatory mapping toolkit. We were also inspired by the Argentinian collective Iconoclasistas, which have achieved great activists results for Latin American communities. (Ares and Risel, 2015). Within their own style, they have approached mapmaking as a practice, adapted a set of tools to organize mapping workshops, concentrating their efforts in the creation of a set of questions, and icon templates to easily identify major problems.

The study offered an opportunity to test how a processual approach to mapping using generative tools designed with consideration of relational aspects of agency, could trigger different levels of collaborative action in the context of participatory cartography. This new approach helped the three communities to increase legitimacy of the mapping process and led to incorporation of local actions. Interestingly, for two of the communities in the study, those with a more cohesive social and land organization with strong hierarchical and patriarchal distribution of labour, this approach gave women more voice and recognition in the decision-making process within the working groups.

The information generated by the community supported the decision-making process grounded in participation as well as encouraged better cooperation in knowledge co-production between scientists, societal actors and decision-makers. It also informed the designers with a more inclusive way to understand and categorize natural resources and was a key aspect for the interface design of the platform, which is being worked on with some younger members of the community.

Approaching participatory mapping for the West Region communities

Participatory mapping also known as community-based or cultural mapping had its origins around the late 1970’s and the beginning of the 1980’s, and at its broadest definition involves the creation of maps by local communities often with the involvement of supporting organizations, either governments or non-governments organizations (NGOs). It emerged from participatory rural appraisal (PRA) methodologies, created by Robert Chambers, in 1983 a fellow at the Institute of Development Studies (United Kingdom), and spread widely throughout the development community, emphasizing transparency and inclusiveness of all community members in an event, most often related to a development initiative or some form of community-based decision-making process.

Participatory maps provide a valuable visual representation of what a community perceives as its place and the significant features contained within it. They could include a depiction of natural physical features and resources as well as socio cultural ones. It is significantly different from traditional cartography map-making through the process by which the map is created and the uses to which they are put. They focus on providing skills and expertise for community members to create the maps themselves, to represent the spatial knowledge of community members. (Corbett, et. al. IFAD 2009). The process attempts to make visible the association between land and local communities by using the commonly understood language of cartography, we could argue that, “the power of the map” is assumed as a given, a sentiment first broadly articulated in the by Denis Wood and other participatory mapping pioneers in the 1990s.

Making people collaborate in the construction of a map assumes that the representation has to present some spatial information at various scales, it can depict detailed information of the village infrastructure (rivers, road transport, or individual houses) or a large area (extent of the common natural resources, the distribution of territory and its boundaries) but it could also illustrate intangible things, like important and cultural aspects of their historical and local knowledge. Participatory maps differ from mainstream maps in content, appearance and methodology because they usually represent a socially and culturally distinct understanding of the landscape and include information that is excluded from mainstream maps, which usually represent the views of dominant sectors of society.

West Region Mountain communities and selection of mapping methodology

Our University established in The Santa Fe district in 2004, as part of the West Mountain Region. This area had a long history of controversies, starting from being one of the big garbage dumps for Mexico City in the 1950s when it had a population of 2000 inhabitants. Due to a “modernization” project run by Mayor Carlos Hank Gonzalez from the early 1980s to the mid 1990s has been transformed into a large-scale urban corporate and commercial zone (Moreno-Carranco 2013). The area has surpassed its growth capacity and now land prices have been increasing, forcing local communities, especially the original towns which, use a different organizational structure and land ownership, regulated and recognized by their traditional knowledge and their agrarian origins as ‘commons’ by the government of the City. They have been forced to sell these lands and move towards other areas currently within conservation districts.

The story of the original towns (settled before the Mexican colonial age) have many tensions and conflicts between communal leaders who had been losing political representation, and the change of their common status due to changes with land use. Many disturbances begin with uncertain property boundaries and excessive urban growth, which places critical pressures over critical natural resources, mainly forests and water. An additional mass migration of outsiders in part due to the earthquake of 1985, poverty from other states like Tlaxcala, Puebla, Veracruz, Chiapas, Michoacán and those displaced from other landfills have initiated informal settlements to take root in the region, threatening one of the most emblematic Natural Resources like “Desierto de los Leones” National Park and hundreds of acres of forested preserved areas in the region.

Besides a few isolated efforts there is no Natural Resource Management plan implemented in the region. Communities are fragmented, and usually isolated due to border or land conflicts and corruption. In terms of their hydrology the main rivers like Río Borracho and Rio Atítla are highly polluted despite the natural occurrence of springs, which inhabitants hide from authorities out of fear of being displaced. Inappropriate agricultural practices and rapid growth of informal settlements have led to water pollution; decline in river flows, and accelerated soil erosion. Combinations of these factors, along with deforestation, are principal the main causes of local environmental degradation.

Part of our mission as a public university in the region is to facilitate the transfer and propagation of knowledge and promote connections between the inhabitants of the original towns with their neighbours, corporate and government agencies. The university is also interested in developing a long-term mind set of sustainable management for natural resources in the area.

We co-created a current catalogue of natural resources that is meant to be a continuously evolving mapping activity reflecting the interests of the community. These artefacts are designed to help reflect the interests of the community, and function as a container that documents and protects local knowledge and communal experience. We saw the co-creation of a Natural Resource Catalogue with the community as an opportunity to facilitate the gathering of information about natural resources in the region. We hypothesized these living documents could increase the ability of the original towns to express their own traditional knowledge and land-related rights. It has helped them share their collective experience through partnership with scholars and reinforces social networks to other nearby towns.

We can recommend participatory mapping as highly effective for indigenous or marginal communities, in particular, where elders share traditional place names and stories with other members of the community. It can also generate interest in the local knowledge, especially among the youth.

One of the functional advantages of GIS technologies is that they convey a sense of unbiased authority making them a valuable tool for advocacy and for influencing land-related decision-making with other stakeholders. From our scientific perspective we needed to use these technologies to store, retrieve, map and analyse geographic data but we also needed to integrate, and layer local knowledge and data generated for the community to use. So, we decided to assume an intermediary or facilitator role for technology and assumed a “partial participatory GIS approach” a process where all the computerized aspects of GIS are undertaken by a technical expert (Canevari-Luzardo et al. 2017); in our case, the main designer and geographer of the research team.

Our process consisted of 4 stages:

Stage 1. Diagnosis and delimitation of the area of study and community approach – Our University arrived and delimitated their area of influence. We established preliminary contact with community leaders. In this stage we germinate the concept of a co-production of a Natural Resources Catalogue with the communities would help strengthen the relationship between the University and the communities. We also detected that in order to support their traditional knowledge and legitimize their decision-making processes it was crucial to involve them in participatory mapping initiative, since there was no spatial information generated from the community perspective and their memories and practices linked to their local natural resources were being lost.

Stage 2. Fieldwork and information gathering with the community – We conducted some trials and interviews with people from the community using Geographic Positioning Systems (GPS) and recorded photographic and video material of salient resources of their environment like springs, plants and trees, and settlements. The material generated in this stage was crucial for planning the participatory mapping workshop in later phases. We designed a fieldwork guide for the research team, to conduct a natural resources audit, document natural resources specimens, their location and the stories and popular uses to the inhabitants. In this stage we developed the materials for the workshops and prepared the communities for the mapping activity in the next phase.

Stage 3 Community Mapping Sessions – In this stage we facilitated and implemented the workshops with each community using the generative toolkit. We introduced the communities to a short explanation of the purpose of mapping, and the range of tools available to them. We also explored the potential use of the map as part of the catalogue with participants. Participants developed 11 maps. Following the workshop, we provided an observational guide for other members of the community that couldn’t attend the mapping exercise or that thought they could complement the information later from their homes. After this stage we collected 10 guidebooks from the communities and integrated this content into the maps.

Stage 4 Evaluation monitor and map use phase – We analysed and evaluated all the community developed maps and integrated the data into general themed maps for each community including three categories: natural resources (water, flora and fauna and forestry), land-use regimen boundaries, and environment impacts. We integrated these into a natural resource platform proposal. As a mechanism of feedback, we took the maps and the proposal for the platform and arranged for feedback questions and interview sessions with the community. All the suggestions and changes were integrated as the platform was designed.

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